ACT 2005 For Dummies (2005)

Description

ACT! 2005 will help you manage your business contacts and relationships (not just with customers, but also with prospects, vendors, and suppliers) more efficiently and effectively. But there is a catch—you have to ACTivate it. ACT! 2005 for Dummies helps you get your ACT together with basic information about fields, records, files, and navigation, and step-by-step guidelines for:

• Setting up and customizing databases
• Using the calendar to plan your schedule
• Using the alarm to alert you to things to ACT on, whether it’s checking on a huge order or remembering a customer’s birthday (so you’ll get another huge order)
• Protecting your database by assigning specific security levels to users or password-protecting it
• Creating reports and broadcast e-mails

Written by Karen S. Fredricks, an ACT! Certified Consultant, ACT! Premier Trainer, and self-professed ACT! FanACTic, ACT! 2005 For Dummies covers both ACT! Standard Edition 2005 and ACT! Premium Edition 2005. It shows and tells you how to:

• Use ACT! Notes and ACT! Histories to maintain records of all communications and activities
• Tag contacts (to designate whether they are interested in a new product, whether they like golf, whether they rate a glorious gift basket at Christmas or get the automatic fruit cake, or whatever)
• Integrate with Excel, Outlook, and other programs
• Use ACT! reporting and forecasting tools to manage and track sales

Contacts and relationships are the key to any successful business. With ACT! 2005 helping you manage them, you can focus on building your business. Wouldn’t it be nice to have a lot of new customers to add to ACT! 2005?

From the Back Cover

Organize customer information, schedule activities, create reports, and more

It’s time to ACT! on your intention to improve customer relationship management! ACT! 2005 offers great new tools, and with this book in hand, you have a top expert showing you how to use them. Manage contact information and activity histories, keep track of companies and sales opportunities, create broadcast e-mails, and make every client feel important.

The Dummies Way

• Explanations in plain English
• “Get in, get out” information
• Icons and other navigational aids
• Tear-out cheat sheet
• Top ten lists
• A dash of humor and fun

Discover how to:

• Customize your contact database
• Schedule appointments and keep notes
• Automate routine processes
• Design customized reports
• Create and track sales opportunities
• Integrate with Outlook®, Excel, and other programs